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Vanguard Intermediate-Term Bond ETF

921 hedge funds and large institutions have $14.4B invested in Vanguard Intermediate-Term Bond ETF in 2025 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 428 increasing their positions, 306 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more call options, than puts

Call options by funds: $659K | Put options by funds: $459K

40% more repeat investments, than reductions

Existing positions increased: 428 | Existing positions reduced: 306

5% more funds holding in top 10

Funds holding in top 10: 102107 (+5)

1.3% more ownership

Funds ownership: 63.03%64.33% (+1.3%)

6% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 66

3% more capital invested

Capital invested by funds: $14B → $14.4B (+$353M)

1% less funds holding

Funds holding: 932921 (-11)

Holders
921
Holders Change
-11
Holders Change %
-1.18%
% of All Funds
12.35%
Holding in Top 10
107
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+4.9%
% of All Funds
1.43%
New
70
Increased
428
Reduced
306
Closed
66
Calls
$659K
Puts
$459K
Net Calls
+$200K
Net Calls Change
-$129K
Name Holding Trade Value Shares
Change
Change in
Stake
SC
101
Schiavi & Co
Delaware
$21.5M -$417K -5,526 -2%
FIA
102
FPC Investment Advisory
California
$21.4M +$645K +8,552 +3%
Citigroup
103
Citigroup
New York
$21M +$565K +7,486 +3%
FWM
104
ForthRight Wealth Management
Georgia
$21M +$511K +6,777 +3%
FMC
105
First Merchants Corp
Indiana
$20.5M +$5.49M +72,716 +37%
MAS
106
Meeder Advisory Services
Ohio
$19.7M +$34K +451 +0.2%
BFP
107
Brewster Financial Planning
New York
$19.3M +$1.55M +20,518 +9%
Betterment LLC
108
Betterment LLC
New York
$19.1M +$2.21M +29,302 +13%
CPRC
109
Consolidated Portfolio Review Corp
New York
$19M -$542K -7,181 -3%
AMM
110
American Money Management
California
$18.7M +$911K +12,081 +5%
MCM
111
MAI Capital Management
Ohio
$18.3M +$595K +7,893 +3%
YCG
112
Yeomans Consulting Group
Georgia
$18.3M +$198K +2,620 +1%
HFS
113
Hoge Financial Services
Pennsylvania
$17.8M +$3.34M +44,325 +24%
Thrivent Financial for Lutherans
114
Thrivent Financial for Lutherans
Minnesota
$17.8M -$4.81M -63,709 -21%
SI
115
Seeds Investor
New York
$17.8M +$1.24M +16,432 +8%
CW
116
CreativeOne Wealth
Kansas
$17.7M +$689K +9,131 +4%
ST
117
Smithfield Trust
Pennsylvania
$17.7M -$1.55M -20,583 -8%
SI
118
Stephens Inc
Arkansas
$17.7M -$2.09M -27,722 -11%
Natixis Advisors
119
Natixis Advisors
Massachusetts
$17.6M +$1.17M +15,551 +7%
LPAM
120
Lodestar Private Asset Management
California
$17.3M +$805K +10,674 +5%
HI
121
Human Investing
Oregon
$17M +$992K +13,148 +6%
SCI
122
Silver Coast Investments
United States
$16.7M -$431K -5,715 -3%
PFBT
123
Parkside Financial Bank & Trust
Missouri
$16.6M +$898K +11,909 +6%
HWA
124
Heartwood Wealth Advisors
Virginia
$16.5M +$1.02M +13,503 +7%
TC
125
TownSquare Capital
Utah
$16.3M -$9.72M -128,873 -38%

BIV Hedge Fund Activity: Q1 2025 in Review

921 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q1 2025, worth a combined $14.4B — up 2.5% from $14B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new BIV positions and 66 closed out — a net gain of 4 holders — while 428 added to existing stakes and 306 trimmed.

The largest buyer was Beacon Capital Management Inc (Ohio), adding an estimated $392M. The largest seller was American Trust, exiting entirely with an estimated $69.2M sold.

  • 921 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q1 2025, down from 932 in Q4 2024.
  • Funds reported $14.4B of Vanguard Intermediate-Term Bond ETF stock for Q1 2025, up 2.5% quarter-over-quarter.
  • 70 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q1 2025 and 66 closed out, a net change of +4 holders.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q1 2025 was Beacon Capital Management Inc (Ohio), an estimated $392M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q1 2025 was American Trust, an estimated $69.2M sold.

Based on aggregated 13F filings for Q1 2025.